Demand has been a big driver of stocks

Lithium battery concept stocks rose in early trading

Recently, a number of lithium battery manufacturers said on the interactive platform that the demand for new energy vehicles has entered the outbreak period, and lithium batteries are in short supply. Related stocks are likely to be in the spotlight.

According to sse news statistics, SSE interactive survey notes show that recently a number of lithium battery related enterprises, institutions focused research. According to The company secretary to the President of Polyflurane(002407), the company will produce 100 million AH of lithium batteries by the end of this year and 300 million AH by the end of 2016. At present, demand exceeds supply, the company will be full production. Jiangsu Guotai (002091) said, lithium battery electrolyte market has broad prospects, the follow-up will strengthen research and development, and continue to meet customer needs. Wan Xiang Xiangchao (000559) admitted that the capture battery is the core of electric vehicles, and he is optimistic about the lithium battery industry. *ST Luxiang(002192) has dozens of institutions conducting in-depth research on its lithium ore and lithium battery equipment development.

In addition, the companies say there are technical hurdles to producing lithium-ion batteries for power. It is expected that the power lithium battery market will show a good trend in 3-5 years, and the first company to produce has obvious advantages. The agency expects a surge in demand for new energy vehicles to drive up demand for lithium batteries, while companies with a technological edge in lithium batteries and supporting materials will see a big increase in orders.

From the perspective of lithium battery shipments, in the first quarter of 2015, China’s output value of lithium battery materials reached 3.66 billion yuan, with a year-on-year growth of 9%. In terms of output, the output of positive cathode materials in the first quarter was 16,950 tons, up 22.83% year-on-year. The output of cathode material was 12,200 tons, up 27.75% year on year. Electrolyte production was 10,500 tons, up 23.53% year on year. Diaphragm production reached 98.5 million square meters, up 40.7 percent year on year. Production value of lithium-ion batteries increased less due to cost reduction and competitive pressure, but the rapid growth in production indicates a trend of large growth in downstream demand.